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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,504 | $108,882-89.4% | $96,754-88.1% | $154,746-92.6% |
| Participation rate | 63.6% | 75.1%-11.4pp | 70.3%-6.6pp | 80.7%-17.1pp |
| Annual return | 21.54% | 98.39%-76.8pp | 82.04%-60.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,211 | $3,018-59.9% | $2,679-54.8% | $4,379-72.3% |
| Participant deferral / active EE | $2,087 | $5,323-60.8% | $4,758-56.1% | $6,730-69.0% |
| Admin fee / account holder | $244 | $10,200-97.6% | $8,905-97.3% | $14,365-98.3% |